-10.8%
MDLN vs URI
+23.5%
-34.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.1% |
| 7D | +3.7% | -2.0% | +5.7% | +3.8% |
| 30D | -0.2% | -12.9% | +12.7% | +0.7% |
| 3M | +6.2% | -6.7% | +12.9% | +6.6% |
| 6M | -14.7% | +19.0% | -33.7% | -15.1% |
| YTD | -12.9% | +25.5% | -38.4% | -8.3% |
| All | -10.8% | +23.5% | -34.3% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded URI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling